Price
$143.72-0.35%Social Signal Score
Analyst Ratings
87 analysts52-week range
- Last close
- $143.72
- Off 52w high
- -54.1%
- 200-day average
- $162.66
- vs 200-day
- -11.6%
Revenue
$19.34B+114.11%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Michael D. Sicilia
- Sector
- Technology
- Industry
- Software - Infrastructure
- Employees
- 141,000
- Beta
- 1.73
- Country
- US
- Piotroski score
- 5 / 9 (Middling)
- Altman Z-score
- 1.60
Financials
Revenue
$19.34B+114.1%Net Income
$4.76B+134.3%EBITDA
$10.39B+198.9%Free Cash Flow
$-5.40B-1740.1%EPS (diluted)
$1.56+225.0%Shares Outstanding (diluted)
3.00B-29.1%Operating Expenses
$4.59BCash & Debt
$37.08BReturn of Capital
$1.56BRevenue by Segment (annual)
$57.40BDividend per Share
$0.50Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2026 | $67.36B | $17.09B | $5.94 |
| 2025 | $57.40B | $12.44B | $4.46 |
| 2024 | $52.96B | $10.47B | $3.81 |
| 2023 | $49.95B | $8.50B | $3.15 |
| 2022 | $42.44B | $6.72B | $2.49 |
| 2021 | $40.48B | $13.75B | $4.67 |
| 2020 | $39.07B | $10.13B | $3.16 |
| 2019 | $39.51B | $11.08B | $3.05 |
| 2018 | $39.83B | $3.59B | $0.87 |
| 2017 | $37.73B | $9.45B | $2.27 |
| 2016 | $37.05B | $8.90B | $2.11 |
| 2015 | $38.23B | $9.94B | $2.26 |
| 2014 | $38.27B | $10.96B | $2.42 |
| 2013 | $37.18B | $10.93B | $2.29 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from ORCL's reported EPS growth of 7.6% a year over 13 years.
- EPS in 5 years
- $8.56
- Implied price
- $359.65
- Return from $142.30
- 20.4% a year
To earn 15.0% a year on these assumptions you'd need to buy at $178.81 — today's price is already 20.4% below that.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 30 | 36 | 42 | 48 | 54 |
|---|---|---|---|---|---|
| -2.4% | 2.1% | 5.9% | 9.2% | 12.1% | 14.8% |
| 2.6% | 7.3% | 11.3% | 14.8% | 17.9% | 20.7% |
| 7.6% | 12.5% | 16.7% | 20.4% | 23.6% | 26.6% |
| 12.6% | 17.8% | 22.1% | 26.0% | 29.4% | 32.5% |
| 17.6% | 23.0% | 27.6% | 31.6% | 35.1% | 38.3% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
64+28.33%Social Signal Score
Mentions (100)
- News (RSS)fool·1h ago·Positive
Is VOO Still the Best S&P 500 ETF You Can Own? Here's How It Stacks Up Against the Alternatives. Warren Buffett once recommended Vanguard's low-cost S&P 500 index funds. But would the "Oracle of Omaha" choose another ETF today?
View source ↗ - Newsfinbold.com·4h ago·Neutral
Monster insider trading alert for Oracle stock Oracle (NYSE: ORCL) has recorded a major insider trading transaction after director Stephen Rusckowski purchased nearly $3.5 million worth of stock.
View source ↗ - Newsfool.com·19h ago·Neutral
Is Oracle Stock a Good Buy While It's Trading Below $150? Oracle reported strong numbers in its latest quarter, but the stock continues to struggle. Investors are worried about its high debt load and exposure to OpenAI.
View source ↗ - Newsbenzinga.com·23h ago·Neutral
Oracle Trending After $10 Million Investment to Keep the Nashville Symphony Playing Oracle Corporation (NYSE:ORCL) is trending Monday after the company announced Sunday that it is investing $10 million in a strategic partnership to help sustain the Nashville Symphony.
View source ↗ - News247wallst.com·1d ago·Positive
Oracle at $140: Buying Negative FCF Never Looked So Good Oracle just burned through billions in free cash flow while a $664 billion backlog sits waiting to convert, and Wall Street analysts are betting the gap between those two numbers holds the key to a 67% return.
View source ↗ - News (Marketaux)gurufocus.com·1d ago·Positive
Oracle (ORCL) Invests $10M to Support Nashville Symphony Amid Financial Struggles On October 05, 2026, Oracle Cor[+171 characters]
View source ↗ - News (RSS)seekingalpha·1d ago·Neutral
Oracle rescues Nashville Symphony with $10M investment and partnership
View source ↗ - Newsprnewswire.com·1d ago·Neutral
Oracle Announces $10 Million Partnership with the Nashville Symphony The investment will allow Music City's orchestra to reinstate its 2026-27 season and recall furloughed musicians and staff NASHVILLE, Tenn., Oct. 4, 2026 /PRNewswire/ -- Oracle today announced that it is investing $10 million and creating a strategic partnership to help sustain the Nashville Symphony and keep the music playing as the organization restructures.
View source ↗ - News (RSS)seekingalpha·2d ago·Neutral
Insider trades: Oracle, Alibaba among notable names
View source ↗ - News (RSS)zerohedge·3d ago·Neutral
…ources of voter concern: electricity prices. Under Trump's Ratepayer Protection Pledge, major technology companies including Amazon, Google, Meta, Microsoft, OpenAI, Oracle and xAI agreed to build, bring or buy new power generation and cover infrastructure upgrades required for their data centers rather than passing those costs onto households. Tyler Durden Fri, 10/02/2026 - 17:20
View source ↗ - News (RSS)thestreet·3d ago·Neutral
BofA splits software into winners and losers as AI agents arrive CoreWeave, Datadog, and Oracle land on one side. Intuit, Paycom, and eight others land on the other.
View source ↗ - News (RSS)forbes·3d ago·Neutral
Oracle Is Absorbing A $300 Million Nuclear Bill That Wisconsin Ratepayers Were Stuck With Oracle will use a nuclear power plant to supply energy to its Port Washington data center campus in Wisconsin.
View source ↗ - News (Marketaux)gurufocus.com·3d ago·Positive
Oracle (ORCL) Commits to Point Beach Nuclear Plant Power Subscription to Cut Wisconsin Utility Costs On October 02, 2026, Oracle Cor[+158 characters]
View source ↗ - 4chan /biz/biz·3d ago·Neutral
…really see a massive crash manifesting when the big AI hyperscalers like Meta, Google and Microsoft are all trading in the low to mid 20 PE ratios and companies like Oracle are down 50% from their ATH. Also the S&P500 is right now at an 18 PE ratio, lower than it has been in years. Nothing screams potential crash from what I can see.
View source ↗ - Newsprnewswire.com·4d ago·Negative
Oracle Announces Commitment to Absorb $300 Million in Rising Point Beach Energy Costs for Wisconsin Residents Commitment will help protect more than 1 million utility customers from rising costs while preserving reliable, carbon-free power AUSTIN, Texas, Oct. 2, 2026 /PRNewswire/ -- Oracle today announced a commitment to subscribe to a portion of the existing Point Beach Nuclear Plant's electricity generation, an action expected to save Wisconsin utility customers approximately $300 million in f…
View source ↗ - Newszacks.com·4d ago·Positive
Can Oracle's Database Business Sustain Margins over the Long Term? ORCL's shift to a consumption-based cloud database can drive growth, but rising infrastructure costs may pressure its historically strong margins.
View source ↗ - 4chan /biz/biz·4d ago·Neutral
>>62745228 >PLTR >META >ZIM >ORCL >JPM And soon Anthropic when it IPOs, speaking of; what ticker will they list with? ANTH THRO OPIC ANPC What do you smiggers think?
View source ↗ - 4chan /biz/biz·4d ago·Negative
>>62744536 >Oracle rugs you no refunds on a data center deal >President bails you out immediately ahhh I love free market capitalism
View source ↗ - News (RSS)zerohedge·4d ago·Negative
…o allow time for environmental review. Even projects that sought to circumvent interconnection delays by building off-grid generation have seen setbacks. Last week, Oracle moved to protect itself financially from the delay or cancellation of Project Jupiter, a massive, 2.5-GW data center campus planned for Doña Ana County, New Mexico, after state regulators blocked a gas pipeline proposed to serve it. Data center opposition “has reached a pitch I have never seen before in my 20-plus years in de…
View source ↗ - Newsseekingalpha.com·4d ago·Neutral
Oracle Just Sent A Notice That Has Everyone Staring At The Wrong Place Oracle Corporation maintains a Buy rating as revenue timing, not demand, drives current risk; signed contracts support robust forward visibility. ORCL's Q1 delivered 850 MW of AI capacity—85% of guidance—with utilization at 97.9% and renewals at a 20% premium, underscoring resilient demand. Backlog covers ~93% of FY27 revenue guidance, with $86 billion due within 12 months and customer prepayments funding 40% of capex.
View source ↗ - News (RSS)zerohedge·4d ago·Neutral
…ia infringed two claims of rival, United Therapeutics’ patent. Nu Holdings (NU) gains 5% after the company said it’s not pursuing a deal with Monzo Bank Ltd. Oracle (ORCL) is up 1.9% after the Financial Times reports that Tencent agreed to a five-year lease across the US cloud technology firm’s data centers in Southeast Asia. Rocket Lab (RKLB) gains 4% after Citi initiated coverage on the space company with a buy rating, calling it a “core holding for space bulls.”. Vicor (VICR) rises 12% after …
View source ↗ - News247wallst.com·4d ago·Neutral
Oracle Has the Biggest Upside of Any Megacap Right Now: 54% Oracle's cloud business is growing faster than it has in years, yet the stock has been cut nearly in half. Our model finds a jarring disconnect between what the business is doing and what the market is pricing in.
View source ↗ - News (RSS)marketwatch·5d ago·Neutral
Oracle has reportedly signed a $7 billion deal with Tencent. It could provide relief for the troubled stock. Tencent signed a five-year deal which allows it to access artificial-intelligence chips not previously available in the country, according to the Financial Times.
View source ↗ - News247wallst.com·5d ago·Neutral
Oracle's Negative Free Cash Flow Exposes the Uncomfortable Truth About AI's Financing Game Bloomberg's Odd Lots and Jim Cramer reached opposite conclusions about AI spending within 12 hours of each other, and Oracle's balance sheet sits at the center of the disagreement.
View source ↗ - Newsseekingalpha.com·5d ago·Neutral
Wall Street Breakfast Podcast: Constellation's Big Power Play Constellation Energy (CEG) secures a 20-year power agreement with Amazon (AMZN), supporting investment in Calvert Cliffs nuclear plant expansion. Tencent (TCEHY) reportedly signs a $7B, five-year AI chip lease with Oracle (ORCL), diversifying ORCL's AI customer base.
View source ↗ - Newsmarketwatch.com·5d ago·Neutral
Oracle has reportedly signed a $7 billion deal with Tencent. It could provide relief for the troubled stock. Tencent signed a five-year deal which allows it to access artificial-intelligence chips not previously available in the country, according to the Financial Times.
View source ↗ - News (RSS)straitstimes·5d ago·Neutral
China’s Tencent leases 100,000 chips from US tech firm Oracle to accelerate AI push: Report Chinese firms have been racing to secure AI chips as US export curbs tighten.
View source ↗ - News (RSS)investing·5d ago·Neutral
China’s Tencent leases 100,000 chips from Oracle to accelerate AI push, FT reports
View source ↗ - News (RSS)seekingalpha·5d ago·Neutral
Oracle Corporation: Don't Catch The Falling Knife When Thesis Depends On One Customer
View source ↗ - News (RSS)ft·5d ago·Neutral
Tencent leases 100,000 chips from Oracle to accelerate AI push WeChat owner strikes deal to access US group’s south-east Asia data centres amid race with ByteDance and Alibaba
View source ↗ - 4chan /biz/biz·5d ago·Neutral
>>62742602 >data center revenue lol the bubble has already burst with Oracle folding on their data centers
View source ↗ - News (RSS)fool·5d ago·Negative
Oracle Stock Is Down 60% From Its High. Here's Why I'm Still Not Buying. Oracle's AI business is booming. The question is whether its cash flow can catch up with its spending.
View source ↗ - Newsfool.com·5d ago·Negative
Oracle Stock Is Down 60% From Its High. Here's Why I'm Still Not Buying. Oracle's AI business is booming. The question is whether its cash flow can catch up with its spending.
View source ↗ - News (RSS)seekingalpha·5d ago·Neutral
Meta Is Priced For Success, Oracle For Failure: Take The Other Side Of Both
View source ↗ - News (RSS)wsj·6d ago·Neutral
Tech Giants Face Questions Over Secret AI Data-Center Deals Democratic Rep. Jamie Raskin is seeking information from Amazon, Google, Meta and Oracle.
View source ↗ - Newsseekingalpha.com·6d ago·Positive
… As Others Are Fearful Trading at a steep discount to peers, Oracle Corporation offers an asymmetric risk/reward as it emerges as the fourth major cloud hyperscaler. ORCL's AI infrastructure business shows robust demand with 97.9% utilization and a humongous $664 RPO backlog, supporting rapid revenue and earnings growth projections. Despite heavy leverage and negative free cash flow, my fair value estimate of $347/share implies ~150% near-term upside, with a 5-year stock price target of ~$550.
View source ↗ - Newsprnewswire.com·6d ago·Neutral
Oracle Financial Services Wins 11 Categories in Chartis RiskTech100 2027 Report Category awards for Core Technology and Innovation and Solution category awards spanning AI, data management, and financial crime compliance LAS VEGAS, Sept. 30, 2026 /PRNewswire/ -- ACAMS The Assembly -- Oracle Financial Services has earned 11 category awards in the Chartis RiskTech100® 2027 report and ranked among the report's top 10 risk technology providers.
View source ↗ - News (RSS)fool·6d ago·Neutral
Oracle's 8% Bond Yields Are an Oracle Problem, Not an AI Problem Oracle's rising bond yields do not mean that the AI trade is dead.
View source ↗ - News (RSS)fool·6d ago·Neutral
Palantir Is Worth About as Much as Oracle on Less Than a Tenth of Oracle's Revenue The two software businesses today cost around the same. So which stock's price is harder to live up to?
View source ↗ - Newsfool.com·6d ago·Neutral
Oracle's 8% Bond Yields Are an Oracle Problem, Not an AI Problem Oracle's rising bond yields have raised concerns about how the AI build-out will be financed moving forward. The main hyperscalers make more profits in one quarter than Oracle nets over multiple years.
View source ↗ - Newsfool.com·6d ago·Positive
Is Oracle Stock a Buy Now? Oracle spent $28.5 billion on capital expenditures last quarter, far more than its $19.3 billion in revenue. The company is funding its AI build-out with debt, customer prepayments, and large stock sales.
View source ↗ - News (RSS)fool·6d ago·Neutral
Unfortunate News for Oracle Stock Investors Oracle is experiencing the growing pains that come with rapid development.
View source ↗ - Newsfool.com·6d ago·Neutral
Unfortunate News for Oracle Stock Investors Events like these are magnified for a company like Oracle (ORCL +3.91%).
View source ↗ - News (RSS)zerohedge·6d ago·Negative
… enough. Tesla moved its headquarters to Texas. Chevron - a company with roots in California stretching back more than a century - moved its headquarters to Houston. Oracle moved its headquarters from California to Austin. These aren't struggling companies desperately searching for somewhere cheaper to survive. They are enormously successful businesses with the resources to operate almost anywhere. Their departures don't prove that California's economy is collapsing. They demonstrate something m…
View source ↗ - Newsyoutube.com·6d ago·Negative
What ORCL Project Jupiter Says About AI Bottlenecks, Small Cap Beneficiaries Energy and infrastructure bottlenecks are the key concern for Oracle (ORCL) and other companies building out AI data centers, says Mario Tufano. He believes small and mid-cap companies will fill in those missing links needed to ensure Oracle's growth picture stays intact.
View source ↗ - 4chan /biz/biz·6d ago·Neutral
>>62737078 >MFW ORCL over AMZN.
View source ↗ - 4chan /biz/biz·6d ago·Neutral
Oh no no, ORCL bros we got too cocky.
View source ↗ - 4chan /biz/biz·6d ago·Neutral
>>62736959 >AXIOS SAYS: Donald Trump tweeted he is taking a 10% stake in ORCL
View source ↗ - 4chan /biz/biz·6d ago·Neutral
>ORCL What was that!?
View source ↗ - Newsmarketwatch.com·6d ago·Negative
Good news for OpenAI is great news for Oracle's stock — here's why Wall Street is cheering AI stocks as OpenAI gets closer to a revenue milestone.
View source ↗ - Newsmarketbeat.com·6d ago·Negative
CoreWeave Comes With Risks: Analysts Split on What Matters Most CoreWeave TodayCRWVCoreWeave$86.15 +1.08 (+1.26%) As of 02:25 PM Eastern This is a fair market value price provided by Massive. Learn more.52-Week Range$60.55▼$153.20Price Target$138.78Add to WatchlistShares of CoreWeave NASDAQ: CRWV are getting a lift after Oracle NYSE: ORCL delivered a force majeure order to Blue Owl Capital NYSE: OWL for its Project Jupiter.
View source ↗ - Newsinvezz.com·6d ago·Neutral
Oracle stock is gaining and it has OpenAI to thank for Oracle stock ORCL gained nearly 4% on Tuesday after a report said OpenAI's annualized revenue run rate had risen to nearly $70 billion, supported by momentum in enterprise-focused sales. According to Axios, OpenAI's annualized revenue run rate has increased by more than 70% since the beginning of the third quarter.
View source ↗ - News (RSS)investing·6d ago·Neutral
Oracle launches AI tools for financial crime investigations
View source ↗ - News (RSS)investing·6d ago·Neutral
Oracle launches Fusion Claw AI execution runtime
View source ↗ - News247wallst.com·6d ago·Negative
Oracle Jumps 5% as Fusion Claw Launch Adds 25 Agentic Applications; Salesforce Holds Flat, ServiceNow Slips A product launch has made Oracle (NYSE:ORCL | ORCL Price Prediction) the standout in enterprise software, with Fusion Claw extending the company's push into agentic AI. Oracle stock is at $139.54, up 5% early in the session.
View source ↗ - Newszacks.com·6d ago·Neutral
Oracle's AI Cloud Contracts Surge: Is Revenue Visibility Rising? ORCL's record $664B RPO, fueled by over $30B in new AI cloud contracts, is boosting multi-year revenue visibility despite heavy capital spending.
View source ↗ - 4chan /biz/biz·6d ago·Neutral
>>62736436 Same with the new incoming Oracle debt. Or Anthropic's half a trillion in spending next year.
View source ↗ - Newszacks.com·7d ago·Neutral
Oracle Corporation (ORCL) is Attracting Investor Attention: Here is What You Should Know Oracle (ORCL) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
View source ↗ - News (RSS)seekingalpha·7d ago·Positive
Oracle: Down 55% And I'm Buying
View source ↗ - News247wallst.com·7d ago·Neutral
We're Bullish on Oracle With 51% Upside Despite Recent Selloff Oracle shares have cratered 28% this year while its AI contract backlog swells to a staggering size, and the gap between that selloff and the underlying business momentum raises a question Wall Street has not yet answered.
View source ↗ - Newsprnewswire.com·7d ago·Negative
Oracle Extends Fusion Agentic Applications with Introduction of Fusion Claw New governed agentic execution runtime enables Oracle Fusion Agentic Applications to complete highly complex work more autonomously at scale 25 Claw-powered Fusion Agentic Applications are now available to help organizations drive business outcomes with built-in, enterprise-grade governance and security controls AUSTIN, Texas, Sept. 29, 2026 /PRNewswire/ -- Oracle today announced Oracle Fusion Claw, a governed agentic ex…
View source ↗ - Newsseekingalpha.com·7d ago·Positive
Oracle: Down 55% And I'm Buying Oracle is rated a Buy for the next 18–24 months, trading at 16x forward earnings—well below hyperscaler peers. ORCL's valuation discount is driven by a $24B cash gap between capital expenditures and operating cash flow, necessitating external funding. I expect a fair multiple of 19–21x fiscal 2027 earnings as Oracle demonstrates self-funding cloud growth and narrows its cash flow gap.
View source ↗ - 4chan /biz/biz·7d ago·Positive
>>62735204 Caterpiller will trade more like a beautiful butterfly above $1,000 but not until 2027 my child. Any acceleration of the ORCL collapse will prolong this price target. So sayeth Smigstrodamus.
View source ↗ - Newsfool.com·7d ago·Positive
Is Oracle Stock a Buy Now? Oracle continues to deliver robust revenue growth while the stock remains 60% below its 2025 high. Cloud infrastructure revenue surged 121% in the fiscal first quarter of 2027.
View source ↗ - 4chan /biz/biz·7d ago·Neutral
who is bag holding Oracle in this thread, i want names
View source ↗ - Newsinvezz.com·7d ago·Neutral
Why is Oracle stock falling 2% today? Oracle stock ORCL fell more than 2% on Monday as investors weighed broader market pressure from higher oil prices and Treasury yields alongside concerns about the company's AI infrastructure spending. Credit markets are also showing signs of stress around loans linked to Oracle's Project Jupiter data centres in New Mexico.
View source ↗ - Newszacks.com·7d ago·Neutral
ORCL vs. DELL: Which AI Infrastructure Stock Has Better Upside Now? Dell's record AI backlog, raised fiscal 2027 guidance and capital-light model contrast with Oracle's costly AI data center buildout.
View source ↗ - 4chan /biz/biz·7d ago·Neutral
Who's ready for a sell off? >Oracle force majeur "we won't pay" for data center construction >Majority of chips sold to largest clients are sitting in warehouses unused >Just announces 150 billion dollars share buyback increase >Has 98 billion dollars cash >No refunds? Anyone still hearing the music?
View source ↗ - Newszacks.com·7d ago·Positive
Why Oracle (ORCL) is a Top Growth Stock for the Long-Term The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
View source ↗ - News (RSS)seekingalpha·7d ago·Negative
Oracle: Here's How Badly The AI Trade Could Go (Rating Downgrade)
View source ↗ - News (RSS)fool·8d ago·Neutral
Oracle vs. Salesforce: Which Enterprise AI Stock Has More Room to Run? AI is disrupting the tech world, but these companies are quickly adapting.
View source ↗ - News (RSS)fool·8d ago·Negative
Warren Buffett Issued a Stark Warning About His Favorite Stock 11 Years Ago. He and His Successor, Greg Abel, Then Proceeded to Pile $82 Billion Into It. “A sound investment can morph into a rash of speculation if it is bought at an elevated price,” according to the Oracle of Omaha.
View source ↗ - News247wallst.com·8d ago·Positive
The $600 Billion AI Opportunity Behind Oracle, We See 51% Upside Oracle just posted its strongest quarter in years, yet the stock sits near a 52-week low while a $664 billion backlog quietly builds pressure.
View source ↗ - Newsseekingalpha.com·8d ago·Neutral
Wall Street Breakfast Podcast: SK Hynix Hit By IPO Concerns SK Hynix (SKHY) fell 4% premarket after reports its U.S. subsidiary Solidigm may IPO at a $100B valuation, raising ownership structure concerns. Larry Ellison increased Oracle (ORCL) share pledges by 19% YoY, now collateralizing $9.2B.
View source ↗ - Newsfool.com·8d ago·Neutral
Oracle vs. Salesforce: Which Enterprise AI Stock Has More Room to Run? Salesforce is integrating AI agents into its software and has shifted away from a paid-set model to a usage-based one. Oracle's cloud infrastructure sales more than doubled in the first quarter of fiscal 2027, proving its new focus on renting AI compute power is working.
View source ↗ - Newsglobenewswire.com·8d ago·Neutral
…ability Cluster Solution Global Market Report 2026: Capitalize on the $2.49 Billion Revenue Surge to $8.84 Billion by 2030; Benchmark Microsoft, Dell, IBM, Cisco and Oracle as Hybrid Cloud and Zero-Downtime Strategies Disrupt the Market Dublin, Sept. 28, 2026 (GLOBE NEWSWIRE) -- "High Availability Cluster Solution Global Market Report 2026" has been added to ResearchAndMarkets. com's offering. The global high availability cluster solution market is projected to grow from $5. 86 billion in 2025 t…
View source ↗ - 4chan /biz/biz·8d ago·Positive
>OUCH! The cost of insuring Oracle against default has surged to a record after its force majeure notice for Project Jupiter rattled AI data-center debt markets. 5y CDS quoted at 240.7bps imply a 19.1% probability of default by end-2031, assuming 40% recovery. Almost 1 in 5!
View source ↗ - News (Marketaux)seekingalpha.com·8d ago·Negative
One Notch Higher Than Junk: Oracle Stock Debt Warning Played Out (NYSE:ORCL) Almost one year ago, my analysis on [+125 characters]
View source ↗ - News (RSS)seekingalpha·8d ago·Neutral
One Notch Higher Than Junk, Oracle Debt Warning Played Out (Upgrade)
View source ↗ - News (RSS)zerohedge·9d ago·Negative
…ding for that deal, about $24 billion of which is coming from three Middle Eastern sovereign wealth funds, and much of the rest now appears to be sourced from pledge ORCL shares. Paramount is also looking to raise debt financing. Having negotiated a settlement earlier this week with 12 state attorneys general and the Writers Guild trade union who had sued to block the merger, Paramount is now just one step away from sealing its deal for Warner Bros. While Oracle officers and directors are forbid…
View source ↗ - News (RSS)fool·9d ago·Positive
Intuit vs. Oracle: Which Technology Stock Is a Better Buy in 2026? One company is racing to build data centers fast enough to meet AI demand. The other is defending its core tax and accounting business against AI disruption. Both carry risks worth understanding.
View source ↗ - News (RSS)seekingalpha·9d ago·Neutral
Insider trades: Nvidia, Oracle, Salesforce among notable names
View source ↗ - Newsfool.com·9d ago·Neutral
Here's How Oracle's "Force Majeure" Changes the AI Data Center Thesis Permits, power, and public protests are three barriers for any company that wants to build data centers. These obstacles increase the value of data center providers that have already constructed their sites or received approval for current projects.
View source ↗ - Newsbenzinga.com·9d ago·Positive
94% of Warren Buffett's Fortune Came After Age 60 — 7 Lessons From the Retiring Oracle of Omaha Warren Buffett has stepped down as the chairman of Berkshire Hathaway (NYSE:BRK) (NYSE:BRK), ending a multi-decade run of leading the conglomerate. A former hedge fund manager shares seven important investment lessons learned from the legendary "Oracle of Omaha.
View source ↗ - News (RSS)seekingalpha·9d ago·Neutral
Oracle: Don't Fear A Force Majeure
View source ↗ - News (RSS)fortune·9d ago·Negative
Oracle gave Larry Ellison and his co-CEOs nearly $1 billion in stock options. By fiscal year end, all were underwater New CFO Hilary Maxson, who opted to take some of her pay in restricted stock units, fared much better.
View source ↗ - Newsseekingalpha.com·10d ago·Positive
Oracle: Don't Fear A Force Majeure Oracle Corporation remains an ultra-bullish AI data center play despite short-term headwinds at its New Mexico project. Project Jupiter's delay fears are overblown due to the force majeure notice; the project remains on schedule, with demand and economic benefits supporting long-term fundamentals. ORCL's $664 billion backlog and robust operating cash flows underpin forecasts for $21+ FY30 EPS, with growth rates of 30–40% over the next three years.
View source ↗ - Newsdefenseworld.net·10d ago·Negative
Oracle (NYSE:ORCL) EVP Sells $399,122.70 in Stock Oracle Corporation (NYSE: ORCL - Get Free Report) EVP Maria Smith sold 2,631 shares of the stock in a transaction that occurred on Tuesday, September 22nd. The shares were sold at an average price of $151.70, for a total transaction of $399,122.70. Following the transaction, the executive vice president owned 64,357 shares in the company, valued
View source ↗ - PodcastAll In·10d ago·Neutral
… third party, like I mean, I bought the 4K DVD. I've also brought it down because of their cinematography. It's nothing to do with the gay love. Do you guys see that Oracle just issued a force measure of that on there? Wow. This is insane. Well, this is one data center, right? One data center. As one data center, where the local officials are making it very difficult for them to get, I think, permissing need for national gas or something like that. So, yeah, is this CYA or is this, the top 10 pe…
View source ↗ - News (RSS)investing·10d ago·Neutral
Larry Ellison adds $9.2 billion in Oracle shares as loan collateral
View source ↗ - 4chan /biz/biz·10d ago·Positive
>>62727380 Oracle will probably recover over the next 10 years and become one of the most valuable companies in teh world because it's run by a jew that's friends with Nancy Pelosi whose nephew will be the next president and the current president and the previous president. Betting against Oracle is basically betting against America.
View source ↗ - 4chan /biz/biz·10d ago·Positive
going to start accumulating ORCL for the bailout.
View source ↗ - Newsreuters.com·10d ago·Neutral
ShinyHunters hackers expanded attacks on Oracle's PeopleSoft, Google says Google's cybersecurity unit said on Friday that hacking group ShinyHunters has renewed "mass exploitation" of a security flaw in Oracle's PeopleSoft software, after skirting defenses put up following attacks in the summer.
View source ↗ - Newsbarrons.com·10d ago·Positive
Oracle's ‘Force Majeure' Move Adds to Bondholders' Worries Oracle's move to protect itself against delays at its New Mexico data center adds uncertainty for bondholders, though its spending commitments remain in place.
View source ↗ - News247wallst.com·10d ago·Negative
Bloom Energy Jumps 8% as Oracle Reaffirms 2.4 GW Fuel Cell Contract After Force Majeure Notice Oracle (NYSE:ORCL | ORCL Price Prediction) still stands behind its fuel cell contract. That news is lifting Bloom Energy (NYSE:BE), even after Oracle reportedly issued a force majeure notice on the data center campus that contract supports.
View source ↗ - 4chan /biz/biz·10d ago·Neutral
>Oracle on the hook to pay data centre investors even if site has no electricity heh
View source ↗ - Newsmarketbeat.com·10d ago·Neutral
Oracle's Force Majeure Notice Exposes a Bigger Problem for the AI Build-Out Oracle TodayORCLOracle$138.27 -1.27 (-0.91%) As of 11:35 AM Eastern This is a fair market value price provided by Massive. Learn more.52-Week Range$114.50▼$322.54Dividend Yield1.45%P/E Ratio21.67Price Target$254.68Add to WatchlistOracle's NASDAQ: ORCL force majeure notice tied to Project Jupiter, its massive AI data center development in New Mexico, is a wake-up call for investors, highlighting the inherent risk in AI's …
View source ↗ - Newsseekingalpha.com·10d ago·Positive
… of deeper stresses on execution. Despite Project Jupiter's $25B revenue risk, FY2027 guidance should remain intact, and significant pessimism is already priced into ORCL shares. ORCL's backlog conversion and massive OCI growth cadence underpin my confidence. The stock trades at only 17x forward earnings, well below big tech averages.
View source ↗ - News (RSS)barrons·11d ago·Neutral
Cracks in Oracle’s AI Data-Center Build-Out Appear in Massive New Mexico Project Oracle sent a force majeure notice to the developer, has removed one key development partner and faced local resistance in Project Jupiter.
View source ↗ - News (RSS)wsj·11d ago·Neutral
Cracks in Oracle’s AI Data-Center Build-Out Appear in Massive New Mexico Project Oracle sent a force majeure notice to the developer, has removed one key development partner and faced local resistance in Project Jupiter.
View source ↗
Earnings
Wed, Dec 9(in 2 months)
Consensus estimate $1.88 per share
Typical surprise +5.3% (median, so one quarter with a near-zero estimate can't distort it)
- Thu, Sep 10$1.92 vs $1.74beat
- Wed, Jun 10$2.11 vs $1.96beat
- Tue, Mar 10$1.79 vs $1.70beat
- Wed, Dec 10$2.26 vs $1.64beat
- Tue, Sep 9$1.47 vs $1.48miss
- Wed, Jun 11$1.70 vs $1.64beat
Estimates and results for ORCL via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Earnings Call — 2026Q4
Management and analyst remarks, with per-speaker sentiment.
- Ken BondHead of Investor Relations+0.00
Thank you, Lisa, and good afternoon, everyone. Welcome to Oracle's fourth quarter and fiscal year 2026 Earnings Conference Call. On the call today are Michael D. Sicilia, Executive Vice President, Cloud Applications & Database; Clayton Magouyrk, Executive Vice President, Cloud Infrastructure; and Hilary Barbara Maxson, Chief Financial Officer. A copy of the press release including financial result…
- Hilary Barbara MaxsonChief Financial Officer+0.80
Thanks, Ken. Hi everyone. Great to be here with you today. And as new CFO, I thought I would start with a few thoughts on why I am so excited to join Oracle at this time. I have spent my career all around the world at companies that use technology and data to drive transformation, both internally and for customers. I believe that the most valuable transformational change sits at the intersection o…
- Michael D. SiciliaEVP, Cloud Applications & Database+0.70
Thank you, Hilary, and welcome, Hilary. So I am going to cover our cloud apps and cloud database business in a bit more detail, both of which performed quite well in Q4. We are on the front end of one of the most interesting times in the technology business. Our customers are now focused on how to leverage AI in their own businesses. They want AI to increase productivity, enhance customer service,…
- Clayton MagouyrkExecutive Vice President, Cloud Infrastructure+0.80
Thanks, Mike. You just heard from Mike about our applications and databases. Oracle has been in these businesses for decades, and they continue to impress because of their ability to continually grow aggregate margin dollars through a combination of durable differentiation and increasing market size. I want to share how we see our infrastructure business in that same category and the evidence that…
- Hilary Barbara MaxsonChief Financial Officer+0.70
Thanks, Clayton. Before I get to our fiscal year 2027 and Q1 guidance, I would like to share some comments on our funding expectations. We already mentioned throughout the call the compelling opportunities we see, based on our portfolio positioning, and our strong Q4 results reflect this well. Customer demand and our growing visibility into future revenue is what underpins the long-term financial …
- Ken BondHead of Investor Relations+0.00
With that, I will turn the call back to Ken for the Q&A. Thank you, Hilary. Lisa, if you would please poll the audience for any questions they might have.…
- John DiFucciAnalyst, Guggenheim Securities+0.00
Thank you. So my question is a question that I have dealt with all quarter. Clay, that was a ton of information you gave, which is really helpful. But there is one little nuance here. You spent a bit more this quarter on CapEx than we expected. We all know—and that is sort of the topic a little bit—that component costs have gone up a lot, especially memory; it has grown significantly. Even though …
- Clayton MagouyrkExecutive Vice President, Cloud Infrastructure+0.40
Yeah, good question, John. Good to talk to you again as always. I will answer that in two parts. In terms of the capital expenditures, from what we are seeing in Q4, any increase in CapEx that is not due to component prices from our perspective is largely around timing. Part of my job is to figure out ways to actually accelerate CapEx so I can get ramped revenue sooner. So I do not see the increas…
Excerpts from ORCL's 2026Q4earnings call, via Alpha Vantage. Shown in part for commentary; refer to the company's own filings and investor relations site for the full call.
Insider trading
Open-market buys and sells by ORCL officers and directors.
- Bought
- $3.5m
- Sold
- $71.6m
1 trade
15 trades
- Rusckowski Stephen Hbought
- Smith Mariasold
- Sicilia Michael D.sold
- Sicilia Michael D.sold
- Henley Jeffreysold
- Henley Jeffreysold
- Henley Jeffreysold
- Henley Jeffreysold
84 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- John Boozmansenate · AR · disclosed Aug 20, 2026 (491d later)Buy$1,001 - $15,000
- Michael A. Rullihouse · disclosed Aug 10, 2026 (573d later)Buy$1,001 - $15,000
- Thomas Hawley Tubervillesenate · AL · disclosed Aug 5, 2026 (302d later)Sell$15,001 - $50,000
- Alan Armstrongsenate · disclosed Jul 21, 2026 (116d later)Buy$15,001 - $50,000
- Sheldon Whitehousesenate · RI · disclosed Jun 2, 2026 (26d later)Sell$15,001 - $50,000
- Ro Khannahouse · CA17 · disclosed May 13, 2026 (30d later)Buy$1,001 - $15,000
- Jared Moskowitzhouse · FL23 · disclosed May 1, 2026 (39d later)Sell$1,001 - $15,000
- Jared Moskowitzhouse · FL23 · disclosed May 1, 2026 (39d later)Sell$15,001 - $50,000
- Ro Khannahouse · CA17 · disclosed Apr 9, 2026 (10d later)Buy$15,001 - $50,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Mar 10, 2026 (14d later)Sell$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Feb 13, 2026 (14d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Feb 10, 2026 (28d later)Buy$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Jan 12, 2026 (24d later)Sell$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Jan 12, 2026 (19d later)Sell$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Dec 15, 2025 (27d later)Buy$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Nov 24, 2025 (24d later)Sell$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Nov 24, 2025 (25d later)Buy$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Nov 24, 2025 (25d later)Sell$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Nov 18, 2025 (32d later)Buy$1,001 - $15,000
- Thomas Hawley Tubervillesenate · AL · disclosed Nov 15, 2025 (39d later)Sell$15,001 - $50,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.
